Affirm Holdings, Inc.
AFRM- 交易所
- Nasdaq
- 產業
- Personal Credit Institutions
- SEC CIK
- 0001820953
近 90 天，Affirm Holdings, Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 661 家機構在 13F 申報持有，市值合計 $214.0 億；大師中只有D1 資本持有。
2022 年第 2 季 13F 持有人
Affirm Holdings, Inc. 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 348
- 較 2022 年第 1 季 −36 家
- 持有股數
- 1.63 億
- 較 2022 年第 1 季 +439.2 萬 (+2.8%)
- 總市值
- $29.4 億
- 較 2022 年第 1 季 −$43.9 億 (−59.8%)
- 新進機構
- 60
- 另有 129 家加碼
- 清倉機構
- 96
- 另有 80 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AFRM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 661 | $214.0 億 |
| 2026 年第 1 季 | 593 | $110.1 億 |
| 2025 年第 4 季 | 640 | $177.7 億 |
| 2025 年第 3 季 | 616 | $166.9 億 |
| 2025 年第 2 季 | 562 | $155.2 億 |
| 2025 年第 1 季 | 491 | $97.7 億 |
| 2024 年第 4 季 | 502 | $126.4 億 |
| 2024 年第 3 季 | 426 | $81.2 億 |
| 2024 年第 2 季 | 378 | $58.0 億 |
| 2024 年第 1 季 | 383 | $94.8 億 |
| 2023 年第 4 季 | 408 | $109.3 億 |
| 2023 年第 3 季 | 312 | $41.7 億 |
| 2023 年第 2 季 | 313 | $27.3 億 |
| 2023 年第 1 季 | 308 | $19.8 億 |
| 2022 年第 4 季 | 354 | $15.9 億 |
| 2022 年第 3 季 | 354 | $32.6 億 |
| 2022 年第 2 季 | 348 | $29.4 億 |
| 2022 年第 1 季 | 391 | $73.5 億 |
| 2021 年第 4 季 | 440 | $143.6 億 |
| 2021 年第 3 季 | 340 | $132.5 億 |
| 2021 年第 2 季 | 230 | $60.2 億 |
| 2021 年第 1 季 | 207 | $58.1 億 |
2022 年第 2 季持有機構
每家機構持有 Affirm Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 24,791,528 | $4.48 億 | 0.14% | −6,075,950−19.7% | 減碼 |
| Baillie Gifford & Co | 18,686,692 | $3.37 億 | 0.35% | −1,796,163−8.8% | 減碼 |
| Morgan Stanley | 16,664,719 | $3.01 億 | 0.04% | +6,156,458+58.6% | 加碼 |
| Vanguard Group Inc | 16,437,761 | $2.97 億 | 0.01% | −60,623−0.4% | 減碼 |
| Price T Rowe Associates Inc | 11,350,295 | $2.05 億 | 0.03% | +1,404,278+14.1% | 加碼 |
| BlackRock Inc. | 8,462,011 | $1.53 億 | 0.00% | +3,281,090+63.3% | 加碼 |
| Jennison Associates LLC | 4,107,375 | $7,418 萬 | 0.07% | +46,762+1.2% | 加碼 |
| State Street Corp | 3,571,814 | $6,451 萬 | 0.00% | +1,755,252+96.6% | 加碼 |
| Spyglass Capital Management LLC | 3,294,605 | $5,950 萬 | 3.31% | +918,973+38.7% | 加碼 |
| JPMorgan Chase & Co | 3,269,094 | $5,904 萬 | 0.01% | −342,368−9.5% | 減碼 |
| GGV Capital LLC | 2,652,475 | $4,790 萬 | 11.44% | −113,373−4.1% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 2,488,387 | $4,494 萬 | 22.01% | −773,265−23.7% | 減碼 |
| Geode Capital Management, LLC | 2,318,647 | $4,182 萬 | 0.01% | +661,660+39.9% | 加碼 |
| Abdiel Capital Advisors, LP | 2,133,792 | $3,854 萬 | 2.60% | +446,135+26.4% | 加碼 |
| VK Services, LLC | 1,858,958 | $3,357 萬 | 5.01% | −1,258,134−40.4% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 1,811,433 | $3,271 萬 | 0.58% | −278,965−13.3% | 減碼 |
| Founders Fund Growth Management, LLC | 1,622,338 | $2,930 萬 | 85.62% | 00.0% | 不變 |
| BFT Financial Group, LLC | 1,384,478 | $2,500 萬 | 6.73% | +333,352+31.7% | 加碼 |
| Bullfrog Capital GP, Ltd. | 1,329,622 | $2,401 萬 | 14.57% | 00.0% | 不變 |
| Norges Bank | 1,218,606 | $2,201 萬 | 0.01% | −178,303−12.8% | 減碼 |
| Bank of New York Mellon Corp | 1,067,900 | $1,929 萬 | 0.00% | +434,250+68.5% | 加碼 |
| Barclays PLC | 1,058,658 | $1,912 萬 | 0.02% | +332,082+45.7% | 加碼 |
| Northern Trust Corp | 1,041,533 | $1,881 萬 | 0.00% | +325,662+45.5% | 加碼 |
| FMR LLC | 973,341 | $1,758 萬 | 0.00% | −575,549−37.2% | 減碼 |
| Charles Schwab Investment Management Inc | 922,429 | $1,666 萬 | 0.01% | +51,470+5.9% | 加碼 |
| Goldman Sachs Group Inc | 902,239 | $1,629 萬 | 0.00% | −1,769,166−66.2% | 減碼 |
| Legal & General Group Plc | 833,222 | $1,505 萬 | 0.01% | +76,098+10.1% | 加碼 |
| Swiss National Bank | 824,975 | $1,490 萬 | 0.01% | +103,600+14.4% | 加碼 |
| J. Goldman & Co LP | 824,955 | $1,490 萬 | 1.17% | +824,955 | 新進 |
| Craft Ventures GP II, LLC | 751,646 | $1,358 萬 | 100.00% | 00.0% | 不變 |
| Allen Operations LLC | 721,382 | $1,303 萬 | 3.27% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 721,457 | $1,303 萬 | 0.03% | +12,429+1.8% | 加碼 |
| UBS Asset Management Americas Inc | 678,958 | $1,226 萬 | 0.01% | +168,647+33.0% | 加碼 |
| Credit Suisse AG | 675,862 | $1,221 萬 | 0.01% | +370,331+121.2% | 加碼 |
| TD Asset Management Inc | 625,808 | $1,130 萬 | 0.01% | −10,051−1.6% | 減碼 |
| Battery Management Corp. | 617,560 | $1,115 萬 | 1.85% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 596,100 | $1,077 萬 | 0.05% | +596,100 | 新進 |
| Capital Fund Management S.A. | 516,257 | $932.4 萬 | 0.25% | +504,542+4,306.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 508,065 | $917.6 萬 | 0.01% | +49,214+10.7% | 加碼 |
| Eaton Vance Management | 463,416 | $837.0 萬 | 0.01% | +83,480+22.0% | 加碼 |
| 12 West Capital Management LP | 450,000 | $812.7 萬 | 0.69% | +450,000 | 新進 |
| ThornTree Capital Partners LP | 435,560 | $786.6 萬 | 3.08% | −14,013−3.1% | 減碼 |
| 6elm Capital LP | 411,963 | $744.0 萬 | 12.98% | +411,963 | 新進 |
| Pacific Heights Asset Management LLC | 411,000 | $742.3 萬 | 0.76% | +75,000+22.3% | 加碼 |
| ETF Managers Group, LLC | 380,270 | $723.3 萬 | 0.21% | −8,700−2.2% | 減碼 |
| HSBC Holdings PLC | 396,994 | $722.0 萬 | 0.01% | −22,673−5.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 397,721 | $718.3 萬 | 0.01% | +153,862+63.1% | 加碼 |
| Royal Bank of Canada | 377,090 | $681.0 萬 | 0.00% | +147,548+64.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 364,423 | $658.1 萬 | 0.02% | −358,087−49.6% | 減碼 |
| Bank of America Corp | 346,727 | $626.1 萬 | 0.00% | +139,736+67.5% | 加碼 |
| Teacher Retirement System of Texas | 344,064 | $621.4 萬 | 0.04% | −5,761−1.6% | 減碼 |
| Man Group plc | – | $598.5 萬 | 0.03% | – | – |
| California State Teachers Retirement System | 309,493 | $558.9 萬 | 0.01% | +108,523+54.0% | 加碼 |
| Invesco Ltd. | 298,430 | $538.9 萬 | 0.00% | +110,571+58.9% | 加碼 |
| CTC LLC | 292,119 | $527.5 萬 | 0.30% | +292,119 | 新進 |
| Schusterman Interests, LLC | 291,152 | $525.8 萬 | 5.56% | 00.0% | 不變 |
| California Public Employees Retirement System | 277,456 | $501.1 萬 | 0.00% | +3,925+1.4% | 加碼 |
| La Financiere de L'Echiquier | 272,000 | $491.3 萬 | 0.29% | −225,821−45.4% | 減碼 |
| Mission Creek Capital Partners, Inc. | 271,024 | $489.5 萬 | 1.64% | −15,795−5.5% | 減碼 |
| UBS Group AG | 265,020 | $478.6 萬 | 0.00% | +62,578+30.9% | 加碼 |
| K2 Principal Fund, L.P. | 264,501 | $477.7 萬 | 0.81% | +233,300+747.7% | 加碼 |
| Susquehanna International Group, LLP | 254,404 | $459.5 萬 | 0.01% | −402,776−61.3% | 減碼 |
| Amundi | 177,385 | $387.1 萬 | 0.00% | +35,184+24.7% | 加碼 |
| Citigroup Inc | 210,195 | $379.5 萬 | 0.01% | +25,186+13.6% | 加碼 |
| Westside Investment Management, Inc. | 1,901 | $376.0 萬 | 0.01% | +540+39.7% | 加碼 |
| Hidden Lake Asset Management LP | 207,266 | $374.3 萬 | 3.71% | +1,127+0.5% | 加碼 |
| Blueshift Asset Management, LLC | 207,190 | $374.2 萬 | 0.62% | +197,926+2,136.5% | 加碼 |
| Foxhaven Asset Management, LP | 200,000 | $361.2 萬 | 0.16% | 00.0% | 不變 |
| Catalyst Private Wealth, LLC | 199,445 | $360.2 萬 | 2.55% | −4,133−2.0% | 減碼 |
| Nomura Holdings Inc | 209,262 | $359.4 萬 | 0.02% | +177,365+556.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 188,732 | $340.8 萬 | 0.01% | +12,312+7.0% | 加碼 |
| Deutsche Bank AG | 184,076 | $332.5 萬 | 0.00% | +18,882+11.4% | 加碼 |
| Penserra Capital Management LLC | 183,518 | $331.4 萬 | 0.09% | +34,961+23.5% | 加碼 |
| Jump Financial, LLC | 180,708 | $326.3 萬 | 0.14% | +180,708 | 新進 |
| Harvard Management Co Inc | 173,560 | $313.4 萬 | 0.36% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 169,455 | $306.0 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 165,865 | $299.5 萬 | 0.04% | +165,865 | 新進 |
| Ensign Peak Advisors, Inc | 164,604 | $297.3 萬 | 0.01% | +100,043+155.0% | 加碼 |
| New York State Common Retirement Fund | 164,600 | $297.3 萬 | 0.00% | +164,600 | 新進 |
| One Fin Capital Management LP | 163,000 | $294.4 萬 | 1.07% | +163,000 | 新進 |
| Allen Investment Management LLC | 162,088 | $292.7 萬 | 0.05% | 00.0% | 不變 |
| Rhumbline Advisers | 160,993 | $290.8 萬 | 0.00% | +160,993 | 新進 |
| Tudor Investment Corp Et Al | 155,619 | $281.0 萬 | 0.08% | −22,630−12.7% | 減碼 |
| Nishkama Capital, LLC | 148,000 | $267.3 萬 | 1.31% | +148,000 | 新進 |
| Squarepoint Ops LLC | 145,327 | $262.5 萬 | 0.02% | +133,776+1,158.1% | 加碼 |
| Twin Tree Management, LP | 145,182 | $262.2 萬 | 0.05% | −401,137−73.4% | 減碼 |
| Calixto Global Investors, LP | 135,501 | $244.7 萬 | 2.45% | +135,501 | 新進 |
| Titleist Asset Management, Ltd. | 131,934 | $238.3 萬 | 0.59% | +3,489+2.7% | 加碼 |
| Holocene Advisors, LP | 130,547 | $235.8 萬 | 0.01% | +130,547 | 新進 |
| State Board of Administration of Florida Retirement System | 126,329 | $228.2 萬 | 0.01% | +126,329 | 新進 |
| Gotham Asset Management, LLC | 121,855 | $220.1 萬 | 0.07% | +117,510+2,704.5% | 加碼 |
| State of Wisconsin Investment Board | 121,221 | $218.9 萬 | 0.01% | +12,732+11.7% | 加碼 |
| PEAK6 Investments LLC | 121,196 | $213.7 萬 | 0.05% | +61,064+101.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 118,254 | $213.6 萬 | 0.01% | +15,725+15.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,536 | $206.9 萬 | 0.01% | +16,600+16.9% | 加碼 |
| Optiver Holding B.V. | 113,682 | $205.4 萬 | 0.00% | +113,682 | 新進 |
| Portland Ltd | 113,320 | $204.7 萬 | 59.03% | 00.0% | 不變 |
| Wells Fargo & Company | 107,297 | $193.8 萬 | 0.00% | −39,083−26.7% | 減碼 |
| Seven Eight Capital, LP | 106,008 | $191.5 萬 | 0.77% | +69,591+191.1% | 加碼 |
| Russell Investments Group, Ltd. | 104,103 | $187.8 萬 | 0.00% | −1,813−1.7% | 減碼 |